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Aris Wealth Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Aris Wealth Services’s Portfolio HEDJ Stock Details HEDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$51K Hold
1,874
– – 0.11% 85
2015
Q2 		$58K Hold
1,874
– – 0.05% 189
2015
Q1 		$62K Buy
+1,874
New +$58.1K 0.06% 187

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aris Wealth Services's HEDJ Position: Q3 2015 in Review

Aris Wealth Services held its WisdomTree Europe Hedged Equity Fund (HEDJ) position steady in Q3 2015 at 1,874 shares worth $51K. The position accounts for 0.11% of the portfolio, ranked #85.

Aris Wealth Services first reported a position in HEDJ in Q1 2015 and has held it in 3 quarters since. The position peaked at $62K in Q1 2015. 379 funds tracked by Wall St. Rank hold HEDJ as of Q3 2015.

  • Aris Wealth Services held 1,874 shares of WisdomTree Europe Hedged Equity Fund worth $51K as of Q3 2015.
  • Aris Wealth Services left its WisdomTree Europe Hedged Equity Fund share count unchanged in Q3 2015.
  • WisdomTree Europe Hedged Equity Fund made up 0.11% of Aris Wealth Services's portfolio in Q3 2015, its #85 holding.
  • Aris Wealth Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's WisdomTree Europe Hedged Equity Fund position peaked at $62K in Q1 2015.
  • 379 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.